WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$315K
3
+$234K
4
UNH icon
UnitedHealth
UNH
+$166K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$140K

Top Sells

1
+$388K
2
+$188K
3
+$176K
4
MSFT icon
Microsoft
MSFT
+$140K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$115K

Sector Composition

1 Technology 27.72%
2 Healthcare 12.7%
3 Communication Services 10.95%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$123K 0.07%
884
102
$120K 0.07%
2,515
+12
103
$120K 0.07%
1,554
104
$117K 0.07%
1,082
+3
105
$116K 0.07%
983
106
$115K 0.07%
2,492
+147
107
$115K 0.07%
3,701
+52
108
$114K 0.07%
1,344
+300
109
$114K 0.07%
846
+7
110
$112K 0.06%
795
+6
111
$112K 0.06%
650
+2
112
$110K 0.06%
+2,000
113
$110K 0.06%
824
+17
114
$109K 0.06%
629
+111
115
$107K 0.06%
950
116
$106K 0.06%
595
117
$104K 0.06%
619
118
$100K 0.06%
367
119
$100K 0.06%
511
+1
120
$100K 0.06%
2,235
-657
121
$100K 0.06%
450
122
$96K 0.06%
1,041
+16
123
$96K 0.06%
1,210
+180
124
$93K 0.05%
2,045
-45
125
$92K 0.05%
382
3 4
5
6 7